Trian Partners
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| unresolvedDu Pont E I De Nemours & Co | 19.06% | 24,313,084 | $1.8B | added×3.5 | +12.50 pp | 7 q |
| PEPPepsiCo, Inc. | 17.91% | 17,865,831 | $1.7B | held | — | 7 q |
| MDLZMondelez International, Inc. Class A | 17.83% | 46,299,025 | $1.7B | added+11% | −0.97 pp | 7 q |
| BNYBank of New York Mellon Corporation | 12.43% | 28,897,639 | $1.2B | held | — | 4 q |
| unresolvedIngersoll-Rand Plc | 8.62% | 12,821,051 | $813M | held | — | 7 q |
| LMLegg Mason, Inc. | 7.29% | 12,887,964 | $688M | held | — | 7 q |
| unresolvedFamily Dlr Stores Inc | 7.03% | 8,366,386 | $663M | held | — | 7 q |
| WENThe Wendy's Company | 6.20% | 64,800,245 | $585M | held | — | 7 q |
| LAZLazard, Inc. | 2.64% | 4,973,851 | $249M | held | — | 7 q |
| ALLEAllegion Public Limited Company | 0.97% | 1,655,388 | $92M | held | — | 5 q |
| TIFTiffany & Co. | 0.02% | 13,412 | $1M | held | — | 7 q |
